See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,423 | $83,477-12.0% | $125,175-41.3% | $72,985+0.6% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.2pp | 69.5%+5.1pp |
| Annual return | 19.58% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,363 | $2,345-41.9% | $3,865-64.7% | $2,440-44.1% |
| Participant deferral / active EE | $3,815 | $3,585+6.4% | $4,937-22.7% | $3,607+5.7% |
| Admin fee / account holder | $2,360 | $5,517-57.2% | $9,702-75.7% | $5,124-54.0% |